Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$320K Sell
5,946
-2,265
-28% -$90.7K 0.03% 476
2021
Q1
$320K Buy
8,211
+825
+11% +$42K 0.04% 387
2020
Q4
$360K Buy
+7,386
New +$286K 0.05% 316

Other funds holding NIO

Western Wealth Management's NIO Position: Q2 2021 in Review

Western Wealth Management reduced its NIO (NIO) stake by 28% in Q2 2021, selling an estimated $90.7K and leaving 5,946 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #476.

Western Wealth Management first reported a position in NIO in Q4 2020 and has held it in 3 quarters since. The position peaked at $360K in Q4 2020. 661 funds tracked by Wall St. Rank hold NIO as of Q2 2021.

  • Western Wealth Management held 5,946 shares of NIO worth $320K as of Q2 2021.
  • Western Wealth Management sold 2,265 NIO shares in Q2 2021, an estimated $90.7K.
  • NIO made up 0.03% of Western Wealth Management's portfolio in Q2 2021, its #476 holding.
  • Western Wealth Management first reported a position in NIO in Q4 2020 and has held it in 3 quarters since.
  • Western Wealth Management's NIO position peaked at $360K in Q4 2020.
  • 661 funds tracked by Wall St. Rank held NIO as of Q2 2021.

Based on Western Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.